We are live on ! Find out more
CHY

Calamos Convertible and High Income Fund

82 hedge funds and large institutions have $130M invested in Calamos Convertible and High Income Fund in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.25% less ownership

Funds ownership: 13.99%12.73% (-1.3%)

5% less funds holding

Funds holding: 8682 (-4)

13% less capital invested

Capital invested by funds: $149M → $130M (-$18.8M)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
27
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
51
First Allied Advisory Services
California
$167K -$55.7K -3,833 -24%
BRWA
52
B. Riley Wealth Advisors
Florida
$166K -$267K -18,382 -61%
Jane Street
53
Jane Street
New York
$154K -$647K -44,543 -80%
TNBTD
54
Trustmark National Bank Trust Department
Mississippi
$144K +$148K +10,170 New
TWA
55
TCI Wealth Advisors
Arizona
$117K
Creative Planning
56
Creative Planning
Kansas
$114K -$109K -7,500 -48%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$95K +$32.8K +2,257 +51%
JIC
58
Joel Isaacson & Co
New York
$82K
Deutsche Bank
59
Deutsche Bank
Germany
$81K
MFS
60
MSI Financial Services
Massachusetts
$64K +$16.9K +1,160 +34%
PSI
61
Pinnacle Summer Investments
Virginia
$56K +$785 +54 +1%
DADC
62
D.A. Davidson & Co
Montana
$45K -$169K -11,634 -78%
NES
63
New England Securities
New York
$41K +$1.45K +100 +4%
PFSC
64
Peoples Financial Services Corp
Pennsylvania
$40K
AC
65
Alexandria Capital
Virginia
$26K +$203 +14 +0.8%
WA
66
WFG Advisors
Texas
$25K -$70.6K -4,859 -73%
FCCM
67
First City Capital Management
Georgia
$24.1K
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$17K +$2.44K +168 +16%
PSUF
69
People's United Financial
Connecticut
$16K
SGC
70
South Georgia Capital
Illinois
$16K +$349 +24 +2%
MA
71
MUFG Americas
New York
$14K -$26.1K -1,793 -65%
HR
72
Howe & Rusling
New York
$14K
RAM
73
Riggs Asset Management
Pennsylvania
$14K +$14.5K +1,000 New
NFG
74
Next Financial Group
Texas
$13K +$10.2K +700 +280%
FANJ
75
Financial Architects (New Jersey)
New Jersey
$12K

CHY Hedge Fund Activity: Q3 2014 in Review

82 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q3 2014, worth a combined $130M — down 13% from $149M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CHY and 3 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 27 added.

The largest buyer was Bank of America, adding an estimated $1.69M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $8.52M sold.

  • 82 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q3 2014, down from 86 in Q2 2014.
  • Funds reported $130M of Calamos Convertible and High Income Fund stock for Q3 2014, down 13% quarter-over-quarter.
  • 3 funds opened new Calamos Convertible and High Income Fund positions in Q3 2014 and 7 closed out, a net change of -4 holders.
  • The largest Calamos Convertible and High Income Fund buyer in Q3 2014 was Bank of America, an estimated $1.69M added.
  • The largest Calamos Convertible and High Income Fund seller in Q3 2014 was Eaton Vance Management, an estimated $8.52M sold.

Based on aggregated 13F filings for Q3 2014.